Capital Bank & Trust’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Capital Bank & Trust’s Portfolio VCIT Stock Details VCIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-742	Closed	-$65K	–	643
2020 Q1	$65K	Sell	742 -232	-24%	-$21.1K	﹤0.01%	382
2019 Q4	$89K	Buy	+974	New	+$88.8K	﹤0.01%	375
2019 Q3	–	Sell	-770	Closed	-$69K	–	855
2019 Q2	$69K	Buy	+770	New	+$67.3K	﹤0.01%	397

Other funds holding VCIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

Capital Bank & Trust's VCIT Position: Q2 2020 in Review

Capital Bank & Trust sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q2 2020, closing a stake of 742 shares — an estimated $65K sold.

Capital Bank & Trust first reported a position in VCIT in Q2 2019 and held it in 3 quarters. The position peaked at $89K in Q4 2019. 689 funds tracked by Wall St. Rank hold VCIT as of Q2 2020.

Capital Bank & Trust reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Capital Bank & Trust sold 742 Vanguard Intermediate-Term Corporate Bond ETF shares in Q2 2020, an estimated $65K.
Capital Bank & Trust first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
Capital Bank & Trust's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $89K in Q4 2019.
689 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q2 2020.

Based on Capital Bank & Trust's 13F filing for Q2 2020, filed 14 Aug 2020.